US President Trump set out to stage a coup in Iran, reports Fars

Reports of this kind from semi-official Iranian state-linked outlets have a long history of circulating allegations that are never subsequently confirmed, and the sourcing here matters more than the claim itself: Fars has historically functioned as a channel for narratives aligned with the security establishment, so this reads as messaging rather than verified intelligence. Comparable episodes of regime-change rhetoric between Washington and Tehran have tended to escalate in words before deeds, with the established market pattern being a risk premium bid in crude and gold that fades quickly if no kinetic follow-through materialises. The transmission channel, if any, runs through Hormuz transit risk, freight and insurance costs, and the front of the oil curve, rather than through broad equity beta. What distinguishes this from a genuine escalation cycle is confirmation: on previous occasions, wire confirmation from Western officials or observable military movement, not Iranian domestic media, marked the point at which the premium became durable. Worth noting is the calendar of official responses from both capitals and any movement in Gulf shipping advisories, which have been the reliable tells in past rounds of this rhetoric. As it stands this is an unverified claim from an interested source, and the precedent is heavily weighted toward limited market shelf life.